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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2851
Inlet Private Wealth
Florida
$345K -$1.08K -2 -0.3%
ACM
2852
Ascent Capital Management
Oregon
$345K +$1.08K +2 +0.3%
SCM
2853
Schnieders Capital Management
California
$345K – – –
TCM
2854
Tandem Capital Management
New Jersey
$345K – – –
MHR
2855
Matthew Hamilton Rosenberg
$345K +$57.3K +106 +19%
SF
2856
Seros Financial
Arizona
$345K +$363K +671 New
IGGA
2857
Iron Gate Global Advisors
Utah
$344K -$247K -456 -41%
RAM
2858
Redmond Asset Management
Virginia
$343K +$81.1K +150 +29%
BCM
2859
Buckhead Capital Management
Georgia
$342K +$103K +190 +40%
MWPCG
2860
Measured Wealth Private Client Group
New Hampshire
$342K -$8.11K -15 -2%
PAM
2861
Peninsula Asset Management
Florida
$342K +$18.9K +35 +6%
PMG
2862
ProVise Management Group
Florida
$341K -$57.3K -106 -14%
RF
2863
Robinswood Financial
Washington
$341K +$63.2K +117 +21%
NA
2864
Nautilus Advisors
California
$340K +$7.03K +13 +2%
NA
2865
Nestegg Advisors
New York
$340K +$1.08K +2 +0.3%
QFPS
2866
Quantum Financial Planning Services
Washington
$340K -$28.1K -52 -7%
CTA
2867
Camelot Technology Advisors
California
$340K – – –
JC
2868
Jentner Corp
Ohio
$339K – – –
KDA
2869
Kraft Davis & Associates
Missouri
$339K +$12.4K +23 +3%
CWA
2870
Cornerstone Wealth Advisors
Minnesota
$338K – – –
EFG
2871
Ehrlich Financial Group
California
$338K -$477K -882 -57%
SDH
2872
Sloy Dahl & Holst
Washington
$338K – – –
GWS
2873
Greykasell Wealth Strategies
California
$337K +$355K +656 New
PPA
2874
Pacific Point Advisors
California
$337K +$4.33K +8 +1%
CCP
2875
Cushing Capital Partners
Wisconsin
$335K -$23.8K -44 -6%
113 114
115
116 117